Experience

HMEA, Inc.

• Senior VP & CFO

  • Restructured the IT Department, generating greater efficiencies, more productivity, lower cost, and heightened end user satisfaction. • Implemented new technology to restructure accounting activities to become more efficient. • Secured financing for a $2 million-dollar line of credit and over $13 million dollars in real estate. • Developed the company’s long-term investment portfolio (current value $1.5 million) and related policy and practices. • Constructed and implemented the… Show more • Restructured the IT Department, generating greater efficiencies, more productivity, lower cost, and heightened end user satisfaction. • Implemented new technology to restructure accounting activities to become more efficient. • Secured financing for a $2 million-dollar line of credit and over $13 million dollars in real estate. • Developed the company’s long-term investment portfolio (current value $1.5 million) and related policy and practices. • Constructed and implemented the company’s retirement plan including mutual fund offerings. Created deferred executive compensation plans for senior management. • Served on committees for the Commonwealth task force regarding financial reporting, financial benchmarking, and the financial health of nonprofits in Massachusetts. • Supervised mergers in FY 2005 and FY 2011, acquiring revenues of $2 million. • Coordinated the acquisition of an additional $1million of business in FY 2006 from a competitor. • Designed, coordinated, and oversaw the move of the corporate office to a new location. • Assisted in a start up business for HMEA, selling IT selling hosting, network support and help desk services to other nonprofits. • Constructed two 16,000 square foot facilities for employment and training and a day habilitation, doubling capacity and the number of individuals served, total value of the projects $6 million • Restructure the company’s long term debt of $7 million using tax exempt bond financing lowering the rates from 6.1% to 3.57% Show less



J. Arthur Trudeau Memorial Center

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• CFO and Director if IT

  • Dec 2012 - Present

  3445, Post Road, Warwick RI 028869



HMEA, Inc.

• United States
• Non-profit Organization Management
• 100 - 200 Employee

• Senior VP & CFO

  • Mar 2003 - Present

  Responsible for all fiscal activity, treasury operations, facility operations, and IT support. Supervise the preparation of the annual fiscal plan and prepare corrective action plans as needed. Counsel the CEO in establishing the agency budget (currently at $30 million) and assist vice presidents in developing and monitoring their respective divisions. Work with the CEO, Board of Directors, and divisional vice presidents in developing competitive strategies and long range divisional plans.… Show more Responsible for all fiscal activity, treasury operations, facility operations, and IT support. Supervise the preparation of the annual fiscal plan and prepare corrective action plans as needed. Counsel the CEO in establishing the agency budget (currently at $30 million) and assist vice presidents in developing and monitoring their respective divisions. Work with the CEO, Board of Directors, and divisional vice presidents in developing competitive strategies and long range divisional plans. Furnish presentations to lending institutions, the agency Finance Committee, the Board of Directors, and senior management staff. Periodically review management reports and insure that vice presidents are receiving the information that best addresses their divisional needs. Oversee the design, construction, and finance of two new 16,000 square foot Employment/Day Habilitations facilities, total project value $6 million. Currently working on restructuring the company’s long term debt ($7 Million) by replacing conventional debt with tax exempt bond financing reducing our rates from 6.1% to 3.57%. Show less



John Brown

• Book and Periodical Publishing
• 1 - 100 Employee

• Financial Manager

  • May 1983 - Nov 1987

  Warwick RI 1985-1987 John Brown Inc., Warwick RI Financial Manager Managed financial activity for the sales organization and provided microcomputer support. Conducted monthly analytic review of orders and of operating expenses versus plan, implementing corrections for variances. Developed a regional reporting system for tracking current orders, future prospects, and sales calls. Computerized the monthly management reporting system. 1983-1985 John Brown Inc., Warwick… Show more 1985-1987 John Brown Inc., Warwick RI Financial Manager Managed financial activity for the sales organization and provided microcomputer support. Conducted monthly analytic review of orders and of operating expenses versus plan, implementing corrections for variances. Developed a regional reporting system for tracking current orders, future prospects, and sales calls. Computerized the monthly management reporting system. 1983-1985 John Brown Inc., Warwick RI Senior Accountant Prepared monthly financial statements (US & UK format). Translated financial statements of foreign divisions in accordance with GAAP. Computerized monthly cash reporting systems resulting in time savings of 33%. Show less